Financial data company FE Fundinfo has launched its new platform to bring together data for asset managers and wealth ...

Explain how advisers should go about picking a platform Explain challenges DFMs face running portfolios across multiple ...

Just as there are many platforms, there are many model portfolios. NextWealth data show that assets in discretionary model ...

Advancements in technology and the growing scale of some advice firms has led to a rise in firms becoming platform operators, ...

Defined benefit transfer values have fallen to their lowest value since October 2023, data from XPS has found.

This was the era of the ‘dinner party landlord’ – typically small investors buying a single property on an interest-only ...

Compared to other types of advice technology, platforms on average earn higher scores from advice professionals, according to ...

Upcoming changes to inheritance tax as announced by Rachel Reeves in the Budget could deliver “significant savings” to ...

The Financial Conduct Authority has been branded as an “opaque and unaccountable” organisation that is “incompetent” by MPs ...

While a region’s economic growth seldom maps readily onto stock market growth, there are times when specific areas appear to ...

Investment Management has appointed an investment director, Gareth Evans, who will be based in its Cheltenham office.

After 23 years with HSBC, Kate Morrissey has joined Evelyn Partners as its new head of asset allocation. She takes up the new ...